Bulk Copy Action Button

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julian_small_1
julian_small_1 Member, ALL USERS, GroupMember, User Group Leader, Employee Posts: 5 Master Anaplanner of the Year
in Anaplan Community
Hi,

A customer (British Land)  has requested a Bulk Copy Action button so that a process can be run from within a dashboard.  They have a requirement to review and reconcile data between different versions at a Trial Balance level.  

1) Currently we take the various assumptions from version 2 and do a model to model import to hold this assumption data information in assumption "holding" modules
2) A bulk copy is then run to ensure version 1 and version 2 have the same data sets.
3) Further model to model imports are run to pull the holding data assumptions back into the original asumption modules, one set of assumptions at a time so that the impact of each assumption type can be shown in the reconciliation.

If the bulk copy could be automated then we would be able to perform this whole process with one action rather than its existing 3 step process.

The second requirement for the Bulk Copy Action has come from the CFO who will be given a sandbox version to flex the model.  They would love the ability to be able to run a bulk copy via a dashboard action button to give them some starting data (base forecast) which they can then flex.

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